Cetera Investment Advisers
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Cetera Investment Advisers’s BlackRock ESG Capital Allocation Term Trust ECAT Stock Holding History

Cetera Investment Advisers’s Portfolio ECAT Stock Details ECAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$919K Buy
67,685
+7,100
+12% +$106K ﹤0.01% 2971
2025
Q4 		$932K Buy
60,585
+12,058
+25% +$193K ﹤0.01% 2886
2025
Q3 		$796K Buy
48,527
+27,348
+129% +$449K ﹤0.01% 2981
2025
Q2 		$340K Buy
+21,179
New +$329K ﹤0.01% 3290

Other funds holding ECAT

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cetera Investment Advisers's ECAT Position: Q1 2026 in Review

Cetera Investment Advisers increased its BlackRock ESG Capital Allocation Term Trust (ECAT) stake by 12% in Q1 2026, buying an estimated $106K and bringing the position to 67,685 shares worth $919K. The position accounts for ﹤0.01% of the portfolio, ranked #2971.

Cetera Investment Advisers first reported a position in ECAT in Q2 2025 and has held it in 4 quarters since. The position peaked at $932K in Q4 2025. 84 funds tracked by Wall St. Rank hold ECAT as of Q1 2026.

  • Cetera Investment Advisers held 67,685 shares of BlackRock ESG Capital Allocation Term Trust worth $919K as of Q1 2026.
  • Cetera Investment Advisers bought 7,100 BlackRock ESG Capital Allocation Term Trust shares in Q1 2026, an estimated $106K.
  • BlackRock ESG Capital Allocation Term Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2971 holding.
  • Cetera Investment Advisers first reported a position in BlackRock ESG Capital Allocation Term Trust in Q2 2025 and has held it in 4 quarters since.
  • Cetera Investment Advisers's BlackRock ESG Capital Allocation Term Trust position peaked at $932K in Q4 2025.
  • 84 funds tracked by Wall St. Rank held BlackRock ESG Capital Allocation Term Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.